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TrueWealth LLC’s iShares US Financial Services ETF IYG Stock Holding History

TrueWealth LLC’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$118K Hold
2,970
– – 0.05% 185
2020
Q1 		$102K Buy
+2,970
New +$136K 0.05% 183

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrueWealth LLC's IYG Position: Q2 2020 in Review

TrueWealth LLC held its iShares US Financial Services ETF (IYG) position steady in Q2 2020 at 2,970 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #185.

TrueWealth LLC first reported a position in IYG in Q1 2020 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

  • TrueWealth LLC held 2,970 shares of iShares US Financial Services ETF worth $118K as of Q2 2020.
  • TrueWealth LLC left its iShares US Financial Services ETF share count unchanged in Q2 2020.
  • iShares US Financial Services ETF made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #185 holding.
  • TrueWealth LLC first reported a position in iShares US Financial Services ETF in Q1 2020 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.